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Simple+ Financial Planning and Wealth Management service is our premier comprehensive financial advice and investment management solution that gives you a holistic view of your financial life.

Our “Keep It Simple” Financial Plan service is a project based engagement for clients who want to utilize a Certified Financial Planner™ professional to help them simplify, organize, and optimize their financial situation. This is a perfect match for clients wondering “Am I ready to retire?” but have not made the transition yet. We will help you answer all your retirement questions and more.

Our Simply line offers multiple different options for you to choose from that range from Tech help to booking a seminar.

We'll help you develop a customized plan that takes into account your current financial situation, your future aspirations, and your risk tolerance while at all times taking a tax-focused approach at all times.

Description goes hereAs a first-generation wealth builder, you have unique financial challenges and opportunities that require a tailored approach to wealth management. Our firm specializes in helping first-generation wealth builders achieve their financial goals and build a legacy for their families.

We are committed to following a research-based based, disciplined, investment management process.Our investment process focuses on helping you achieve your goals utilizing low-cost, globally diversified and tax-efficient portfolios that focus on areas of the market with higher expected returns.